Our Blog

In the news – confidence in a comfortable retirement is on the up and over half of cash ISA savers could reinvest

Dividend Tax rates rise from April 2026, affecting business owners and investors

UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts

Global growth forecasts improve, but uncertainty remains the new normal

Start the new tax year proactively to maximise allowances and long-term growth

It’s Global Money Week (16 – 20 March) and this year’s theme is Smart Money Talks, encouraging families to talk openly about money

Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.

International Women’s Day on Sunday 8th March highlights continuing gender financial inequality

Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity and purpose, whether that means reviewing investments, revisiting pension arrangements or preparing for key milestones.   

With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts (ISAs) and pensions to Capital Gains Tax (CGT) and inheritance planning, timely action can help reduce tax and protect your long-term wealth.